Kevin Hocker, financial advisor Guthrie Center IA

Kevin Hocker

CRD Number: 6299270
Current Firm: Aegis Wealth Management, Inc.

Kevin Hocker (CRD# 6299270) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 9 years of experience in the finance industry.

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Aegis Wealth Management, Inc.
Company Name Location Dates Years
Aegis Wealth Management, Inc. Guthrie Center, IA Sep 2021 - Current 2
Federal Benefits Group Golden, CO Jun 2008 - Current 15
Sound Income Strategies LLC Fort Lauderdale, FL May 2021 - Jul 2021 < 1
Secure Investment Managment, LLC Tucson, AZ Jun 2016 - May 2021 4
J.d. Mellberg Financial, LLC Tucson, AZ May 2016 - May 2021 5
Cabot Lodge Securities LLC 44 Wall Street, NY Feb 2014 - May 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2015
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Kevin L. Hocker
Phone Number: (833) 483-8383
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    135
    MILLIONS
  • Total Number of Accounts
    1,147
    ACCOUNTS
  • Average Account Value
    $117,693
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, IA, ID, IN, MA, MI, MO, NH, NY, OH, OK, SC, TX, UT, VA, WI

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